Purchases and Sales Made in Q3 2024 in First Tr Tactical High Yield L (HYLS)
This table provides information about the institutional ownership of First Tr Tactical High Yield L (HYLS) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TR TACTICAL HIGH YIELD L.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.79M+ 57296.05% |
$275M - $287M
|
6.8M
$283M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
982K+ 22.69% |
$39.8M - $41.5M
|
5.31M
$221M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
668K+ 26.58% |
$27.1M - $28.2M
|
3.18M
$132M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
228K+ 8.87% |
$9.26M - $9.65M
|
2.8M
$117M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
152K+ 16.97% |
$6.18M - $6.43M
|
1.05M
$43.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
75.5KNew |
$3.06M - $3.19M
|
75.5K
$3.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
63.4K+ 1121.39% |
$2.57M - $2.68M
|
69.1K
$2.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
61.5K+ 28.06% |
$2.49M - $2.6M
|
281K
$11.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
61.1K+ 660.51% |
$2.48M - $2.58M
|
70.4K
$2.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
47.8K+ 93.1% |
$1.94M - $2.02M
|
99.1K
$4.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
47.2K+ 18.41% |
$1.92M - $2M
|
304K
$12.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
40.4K+ 132.68% |
$1.64M - $1.71M
|
70.9K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
38.3K+ 130.78% |
$1.55M - $1.62M
|
67.6K
$2.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
35.9K+ 13.33% |
$1.46M - $1.52M
|
305K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34.3K+ 262.13% |
$1.39M - $1.45M
|
47.5K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
31.4K+ 44.67% |
$1.27M - $1.33M
|
102K
$4.23M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
30.5KNew |
$1.24M - $1.29M
|
30.5K
$1.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
30.5K+ 70.53% |
$1.24M - $1.29M
|
73.7K
$3.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
26.8K+ 532.7% |
$1.09M - $1.13M
|
31.9K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
26.4K+ 36.16% |
$1.07M - $1.12M
|
99.5K
$4.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
25.3KNew |
$1.02M - $1.07M
|
25.3K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
24.3KNew |
$984K - $1.02M
|
24.3K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.5K+ 3.27% |
$914K - $952K
|
712K
$29.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
21.2KNew |
$861K - $897K
|
21.2K
$884K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.8KNew |
$601K - $626K
|
14.8K
$617K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
14K+ 55.54% |
$566K - $590K
|
39.1K
$1.63M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
11.8KNew |
$480K - $500K
|
11.8K
$493K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.6K+ 10.51% |
$470K - $489K
|
122K
$5.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$450K - $469K
|
11.1K
$462K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.9K+ 5.44% |
$443K - $462K
|
212K
$8.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
10.1KNew |
$409K - $426K
|
10.1K
$419K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.15K+ 10.33% |
$371K - $386K
|
97.7K
$4.06M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.1K+ 144.44% |
$369K - $384K
|
15.4K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.55K+ 10.45% |
$346K - $361K
|
90.3K
$3.76M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.38K+ 5.33% |
$340K - $354K
|
166K
$6.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.17KNew |
$331K - $345K
|
8.17K
$340K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.11K+ 4.06% |
$329K - $343K
|
208K
$8.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.36K+ 4.07% |
$298K - $311K
|
188K
$7.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.11KNew |
$288K - $300K
|
7.11K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
6.33KNew |
$257K - $267K
|
6.33K
$263K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.22K+ 46.87% |
$252K - $263K
|
19.5K
$811K
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
6.13KNew |
$248K - $259K
|
6.13K
$255K
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
6.08KNew |
$246K - $257K
|
6.08K
$253K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
5.66KNew |
$230K - $239K
|
5.66K
$236K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.61K+ 79.65% |
$227K - $237K
|
12.7K
$526K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.4K+ 85.32% |
$219K - $228K
|
11.7K
$487K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.24KNew |
$212K - $221K
|
5.24K
$218K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.21K+ 34.11% |
$211K - $220K
|
20.5K
$851K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.2K+ 36.63% |
$211K - $219K
|
19.4K
$806K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.9K+ 33.1% |
$199K - $207K
|
19.7K
$820K
|